@zeniai/client-epic-state 5.2.30-betaRD0 → 5.2.31

package/lib/commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod.js

@@ -68,13 +68,26 @@ const getSumForCOABalances = (coaBalancesArray) => {
     }
     for (let dateIndex = 0; dateIndex < balancesLength; dateIndex++) {
         let sumAmount = 0;
+        // The template comes from the first input, so its type has to be recomputed:
+        // if that one had no value for this period but another did, keeping
+        // 'default_with_null_balance' would render the sum as a dash.
+        let hasValueInPeriod = false;
         for (let totalIndex = 0; totalIndex < totalBalances; totalIndex++) {
-            sumAmount += coaBalancesArray[totalIndex][dateIndex].balance.amount;
+            const eachBalance = coaBalancesArray[totalIndex][dateIndex];
+            sumAmount += eachBalance.balance.amount;
+            if (eachBalance.type !== 'default_with_null_balance') {
+                hasValueInPeriod = true;
+            }
         }
-        const resultBalance = Object.assign({}, coaBalancesArray[0][dateIndex], {
-            balance: Object.assign({}, coaBalancesArray[0][dateIndex].balance, {
+        const templateBalance = coaBalancesArray[0][dateIndex];
+        const resultBalance = Object.assign({}, templateBalance, {
+            balance: Object.assign({}, templateBalance.balance, {
                 amount: sumAmount,
             }),
+            type: templateBalance.type === 'default_with_null_balance' &&
+                hasValueInPeriod === true
+                ? 'default'
+                : templateBalance.type,
         });
         resultBalances.push(resultBalance);
     }

package/lib/commonStateTypes/viewAndReport/reportIDHelper.d.ts

@@ -15,6 +15,12 @@ export declare const isBalanceSheetClassesViewReport: (reportId: ReportIDPlusFor
 export declare const isBalanceSheetProjectViewReport: (reportId: ReportIDPlusForecastID) => boolean;
 /** The two grouped Balance Sheet views, excluding the accounts view. */
 export declare const isGroupedBalanceSheetReport: (reportId: ReportIDPlusForecastID) => boolean;
+/** Matches the whole Cash Flow family — accounts view plus the grouped variants. */
+export declare const isCashFlowReport: (reportId: ReportIDPlusForecastID) => boolean;
+export declare const isCashFlowClassesViewReport: (reportId: ReportIDPlusForecastID) => boolean;
+export declare const isCashFlowProjectViewReport: (reportId: ReportIDPlusForecastID) => boolean;
+/** The two grouped Cash Flow views, excluding the accounts view. */
+export declare const isGroupedCashFlowReport: (reportId: ReportIDPlusForecastID) => boolean;
 /**
  * Matches Cash Flow plus the whole Balance Sheet family, grouped views included.
  * Its one consumer (`TreeNode`) routes the grouped ids to the P&L row components

package/lib/commonStateTypes/viewAndReport/reportIDHelper.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isFluxAnalysisOpExReport = exports.isOpExByVendorReport = exports.isAgingReport = exports.isCashFlowOrBalanceSheetReport = exports.isGroupedBalanceSheetReport = exports.isBalanceSheetProjectViewReport = exports.isBalanceSheetClassesViewReport = exports.isBalanceSheetReport = exports.isDashboardProjectViewReport = exports.isDashboardClassesViewReport = exports.isDashboardReport = exports.isPAndLProjectViewReport = exports.isPAndLClassesViewReport = exports.isPAndLReport = void 0;
+exports.isFluxAnalysisOpExReport = exports.isOpExByVendorReport = exports.isAgingReport = exports.isCashFlowOrBalanceSheetReport = exports.isGroupedCashFlowReport = exports.isCashFlowProjectViewReport = exports.isCashFlowClassesViewReport = exports.isCashFlowReport = exports.isGroupedBalanceSheetReport = exports.isBalanceSheetProjectViewReport = exports.isBalanceSheetClassesViewReport = exports.isBalanceSheetReport = exports.isDashboardProjectViewReport = exports.isDashboardClassesViewReport = exports.isDashboardReport = exports.isPAndLProjectViewReport = exports.isPAndLClassesViewReport = exports.isPAndLReport = void 0;
 const isPAndLReport = (reportId) => reportId.startsWith('profit_and_loss');
 exports.isPAndLReport = isPAndLReport;
 const isPAndLClassesViewReport = (reportId) => reportId.startsWith('profit_and_loss_by_classes');
@@ -61,6 +61,17 @@ exports.isBalanceSheetProjectViewReport = isBalanceSheetProjectViewReport;
 const isGroupedBalanceSheetReport = (reportId) => (0, exports.isBalanceSheetClassesViewReport)(reportId) ||
     (0, exports.isBalanceSheetProjectViewReport)(reportId);
 exports.isGroupedBalanceSheetReport = isGroupedBalanceSheetReport;
+/** Matches the whole Cash Flow family — accounts view plus the grouped variants. */
+const isCashFlowReport = (reportId) => reportId.startsWith('cash_flow');
+exports.isCashFlowReport = isCashFlowReport;
+const isCashFlowClassesViewReport = (reportId) => reportId.startsWith('cash_flow_by_classes');
+exports.isCashFlowClassesViewReport = isCashFlowClassesViewReport;
+const isCashFlowProjectViewReport = (reportId) => reportId.startsWith('cash_flow_by_projects');
+exports.isCashFlowProjectViewReport = isCashFlowProjectViewReport;
+/** The two grouped Cash Flow views, excluding the accounts view. */
+const isGroupedCashFlowReport = (reportId) => (0, exports.isCashFlowClassesViewReport)(reportId) ||
+    (0, exports.isCashFlowProjectViewReport)(reportId);
+exports.isGroupedCashFlowReport = isGroupedCashFlowReport;
 /**
  * Matches Cash Flow plus the whole Balance Sheet family, grouped views included.
  * Its one consumer (`TreeNode`) routes the grouped ids to the P&L row components

package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts

@@ -3,8 +3,8 @@ import { FetchStateAndError, ID } from '../common';
 import { DataAvailable } from '../dataAvailable';
 import { Status } from '../status';
 import { Month } from '../timePeriod';
-export declare const ALL_REPORT_IDS: readonly ["cash_balance", "card_balance", "expense_automation_card", "operating_expenses", "operating_expenses_by_classes", "operating_expenses_by_projects", "revenue", "revenue_by_classes", "revenue_by_projects", "net_burn_or_income", "net_burn_or_income_story_card", "net_burn_or_income_by_classes", "net_burn_or_income_by_projects", "cash_position", "top_expenses", "profit_and_loss", "profit_and_loss_by_classes", "profit_and_loss_by_projects", "balance_sheet", "balance_sheet_by_classes", "balance_sheet_by_projects", "cash_flow", "dashboard", "finance_statement", "transaction_list_of_account", "transaction_list_missing_receipt", "transaction_list_of_account_by_class", "transaction_list_of_account_by_project", "transaction_detail", "cash_in_cash_out", "insights_dashboard", "company_details", "class_list", "account_list", "account_list_by_type", "vendor", "task_card", "bill_pay", "reimbursement", "bill_pay_card", "reimbursement_card", "bill_pay_promo_card", "zeni_accounts", "zeni_accounts_promo_card", "zeni_treasury", "charge_cards", "other_connection", "reimbursement_promo_card", "onboarding", "operating_expenses_by_vendor", "operating_expenses_by_vendor_summary", "vendors_tab", "accounts_payable_aging", "accounts_receivable_aging", "vendor_global_review", "prepaid_expenses", "fixed_assets", "notification", "rewards_card", "billing", "flux_analysis_operating_expense", "account_reconciliation", "zeni_credit_promo_card", "treasury_promo_card", "excluded_account_reconciliation", "transfer_accounts", "credit_card_transfer_accounts"];
-export declare const toReportID: (v: string) => "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+export declare const ALL_REPORT_IDS: readonly ["cash_balance", "card_balance", "expense_automation_card", "operating_expenses", "operating_expenses_by_classes", "operating_expenses_by_projects", "revenue", "revenue_by_classes", "revenue_by_projects", "net_burn_or_income", "net_burn_or_income_story_card", "net_burn_or_income_by_classes", "net_burn_or_income_by_projects", "cash_position", "top_expenses", "profit_and_loss", "profit_and_loss_by_classes", "profit_and_loss_by_projects", "balance_sheet", "balance_sheet_by_classes", "balance_sheet_by_projects", "cash_flow", "cash_flow_by_classes", "cash_flow_by_projects", "dashboard", "finance_statement", "transaction_list_of_account", "transaction_list_missing_receipt", "transaction_list_of_account_by_class", "transaction_list_of_account_by_project", "transaction_detail", "cash_in_cash_out", "insights_dashboard", "company_details", "class_list", "account_list", "account_list_by_type", "vendor", "task_card", "bill_pay", "reimbursement", "bill_pay_card", "reimbursement_card", "bill_pay_promo_card", "zeni_accounts", "zeni_accounts_promo_card", "zeni_treasury", "charge_cards", "other_connection", "reimbursement_promo_card", "onboarding", "operating_expenses_by_vendor", "operating_expenses_by_vendor_summary", "vendors_tab", "accounts_payable_aging", "accounts_receivable_aging", "vendor_global_review", "prepaid_expenses", "fixed_assets", "notification", "rewards_card", "billing", "flux_analysis_operating_expense", "account_reconciliation", "zeni_credit_promo_card", "treasury_promo_card", "excluded_account_reconciliation", "transfer_accounts", "credit_card_transfer_accounts"];
+export declare const toReportID: (v: string) => "vendor" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "operating_expenses_by_projects" | "revenue" | "revenue_by_classes" | "revenue_by_projects" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "net_burn_or_income_by_projects" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "balance_sheet_by_classes" | "balance_sheet_by_projects" | "cash_flow" | "cash_flow_by_classes" | "cash_flow_by_projects" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
 export type ReportID = ReturnType<typeof toReportID>;
 export type ReportIDPlusForecastID = ReportID | `${ReportID}+${ID}`;
 /** Any view state should extend this interface */

package/lib/commonStateTypes/viewAndReport/viewAndReport.js

@@ -25,6 +25,8 @@ exports.ALL_REPORT_IDS = [
     'balance_sheet_by_classes',
     'balance_sheet_by_projects',
     'cash_flow',
+    'cash_flow_by_classes',
+    'cash_flow_by_projects',
     'dashboard',
     'finance_statement',
     'transaction_list_of_account',